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Quarter-End Insights

Tech & Telecom: We See Opportunities in Apple and Microsoft

While the tech sector looks fairly valued to us, we see opportunities in smartphone- and cloud software-related vendors.

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  • Overall, we view the tech and telecom sectors as fairly valued, with market-cap weighted price/fair value estimates right around 1.00.
  • We continue to see opportunities in smartphone-related vendors.
  • Microsoft's evolution will yield long-term success.
  • When the chips are down, bet on capital equipment firms.

 

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Brian Colello does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.